Client Service Associate

Requisition ID: 138946

We are committed to investing in our employees and helping you continue your career at Scotiabank.

With more than 51 years of exclusive service to Canada’s physicians and their families, MD’s mission is to provide them with financial peace of mind, so they can enjoy what matters most to them while achieving their career and life goals. MD’s commitment to work/life integration, employee well- being and ongoing learning are key factors that drive our overall success. With Scotiabank by our side, we are even better positioned to provide our clients with financial advice and solutions to help them achieve their short- and long-term financial goals. At MD, we offer a unique culture and because of that, we have been recognized in several ways: Best Workplace Culture, Achievers 50 Most Engaged Workplaces in North America, the National Capital Region’s Top Employer, and Talent Board’s North American Candidate Experience Award.

We are always looking for individuals with bright minds and a deep-seated desire to make a difference in the lives of some of the most hard-working, industrious and essential individuals in our community: Canada’s physicians.

We have an exciting opportunity for a talented, enthusiastic and client-focused Client Service Associate to join our team.

The Client Service Associate is responsible for providing sales, administrative and operational support to assist Financial Consultants & Portfolio Managers in maintaining high standards for all clients.

What You Will Do:

Sales & Service Support

• Provide service and sales support to Financial Consultants and Portfolio Managers, including contact management and opportunity management
• Respond effectively to all inquiries from current and prospective clients concerning MD products and services
• Use your knowledge about products & services to identify opportunities and anticipate client needs
• Process trade requests and ensure all regulatory requirements are met
• Process documentation requests and input transaction requests as required
• Work with other lines of business to arrange mutual client contact strategies
• Establish and maintain a client contact plan to ensure all existing clients are contacted regularly, and that Financial Consultants and Portfolio Managers in-house and road-trip schedules are full
• Respond to last minute requests from Financial Consultants during client meetings

Administrative Support:

• Maintain a follow-up system for inquiries, complaints and problem resolution, ensuring that established MD service standards are being met in a timely matter
• Provide expertise, support and participate in the research of complex client issues
• Complete file preparation for the Financial Consultants and Portfolio Managers in advance of all client meetings
• Prepare and process new account documentation as required

Operational Support:

• Update database for all client contact, ensuring that all client information and notes are recorded correctly
• Maintain monthly compliance related tasks
• Liaise with accountants and third parties, as required
• Prepare business correspondence to clients and third parties
• Keep current of marketing initiatives
• Participate in short-term and ongoing projects as required
• Provide Reception coverage and general office duties as required

What You Need:

• University or college degree, preferably with a business/financial background
• A minimum of 3-5 years’ experience in an administrative or clerical position, preferably within the financial services industry
• A thorough understanding of the financial services industry and rules regarding Estates, Trusts, RESPs, RRSPs/RRIFs, TFSAs and non-registered investments and applicable tax-related issues
• Proficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS Outlook
• Working knowledge of CRM2

Licensing Requirements:

Must be IIROC licensed as an Investment Representative, or become licensed within 12 months of hire, through the completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook for Securities Industry Professionals (CPH).

What You Bring:

• Dedication to client service
• Strong organizational skills
• Strong attention to detail and follow-through skills
• Excellent verbal and written communication skills
• Demonstrated pro-activity, initiative and resourcefulness
• Ability to work independently or effectively within a team
• Ability to manage multiple priorities in a fast- paced environment
• Ability to effectively manage change
• Results-oriented

Location(s): Canada : British Columbia : Vancouver

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Note: All postings in me@Scotiabank will remain live for a minimum of 5 days.